CIK: 0001697024
申报总市值
US$1.5亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 13.25% | +0.19% | -1.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.77% | -0.39% | -3.33% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 7.22% | +0.29% | -0.87% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 6.59% | +0.12% | -3.99% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 5.71% | +0.02% | +0.75% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 5.38% | -0.49% | -3.28% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.84% | +0.02% | +0.92% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.50% | — | +4.60% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.96% | +0.12% | -0.10% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 3.72% | +0.11% | +0.96% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.11% | +0.07% | -0.61% | |
| 12 | FMAT | Fidelity Msci Materials Indx | ETF-其他 | 2.80% | — | -15.61% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.28% | +0.05% | +0.05% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.18% | +0.04% | -2.16% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.10% | -0.15% | -2.38% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.98% | -0.08% | -3.23% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.91% | +0.06% | +0.17% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.81% | — | — | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.77% | +0.04% | -0.72% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-其他 | 1.29% | +0.06% | -0.81% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.03% | -0.11% | -1.36% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.01% | — | -3.11% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.99% | — | -7.26% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.99% | -0.04% | +0.68% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.97% | +0.01% | +1.61% | |
| 26 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.96% | +0.09% | +0.02% | |
| 27 | IGOV | Ishares International Treasu | ETF-其他 | 0.93% | — | +0.22% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.87% | — | +2.53% | |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.80% | +0.01% | +0.69% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | -0.01% | +0.94% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.59% | — | +1.11% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.52% | +0.01% | +0.53% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.50% | -0.05% | -5.85% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | +0.04% | +0.41% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.41% | — | +2.31% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.41% | +0.02% | +0.38% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.34% | — | +3.31% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.22% | — | -1.08% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.20% | — | +6.86% | |
| 40 | XCXHX | Mfs Investment Grade Muni | 股票-其他 | 0.20% | — | +1.06% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.19% | +0.01% | +0.66% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.18% | — | +1.91% | |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.17% | — | -1.85% | |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.17% | — | +0.48% |